Install Salesforce Classic

Salesforce Classic provides a familiar interface that helps teams manage customer data, track sales activity, and streamline service operations. By installing Salesforce Classic, companies can centralize their workflows, ensure data consistency, and empower agents to deliver more personalized and productive customer experiences, all within a trusted Salesforce environment.

Let's take a look at the integration process for Salesforce Users on the Classic Salesforce platform.

Who can use this

The Salesforce Classic integration is available to eligible Dialpad Sell, Dialpad Support, and Dialpad Connect users. Refer to our Pricing Page to see if you have access to this feature. If you have questions about your plan, reach out to your Customer Success Manager or Dialpad Customer Care.

Install Salesforce Classic

To install Salesforce Classic for all users:

1. Select Dialpad for Salesforce from the AppExchange

   • Make sure you're using the most recent package.

2. Select Install for All Users > Install

   

    

Enable Salesforce Classic

Once the package has installed, you'll have the option to enable the Classic integration for individual users or your entire team.

Here's how:

1. Select the + icon on your top navigation menu

2. Select Dialpad on the displayed list

3. Under Manage Users, check individual users from the list

4. Select Add Users to finalize

Uninstall Salesforce Classic

To uninstall the Salesforce Classic integration:

1. Select your name, then Set Up

2. Navigate to App Set Up

3. Select Installed Packages

   

4. Next to Dialpad for Salesforce, select Uninstall

   

5. On the Uninstall screen, select Do Not Save a Copy of this package’s data after uninstall

6. Select Uninstall

   

7. Navigate to Uninstalled Packages, Delete next to Dialpad for Salesforce

   

Learn more

Visit this Help Center article to find answers for frequently asked questions regarding Dialpad for Salesforce Classic.